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Disclosery

INCM FRANKLIN TEMPLETON ETF TR

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ETF (fund)

117 managers (118 13F filers) reported a position in INCM shares at 2026-03-31, 25,433,627 shares in all. 25 filers opened a position and 3 filers sold out during the quarter.

Managers
117
13F filers
118
New
25
Added
67
Reduced
15
Sold out
3
Shares held by filers
25,433,627

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC4,878,364$140M0.04%+1,057,20313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,349,307$67.5M0.02%+178,59613F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2,274,327$65.4M0.01%+307,50213F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC1,630,167$46.9M0.01%+683,00813F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,558,296$44.8M0.01%+223,46613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,341,701$38.6M<0.01%+102,25213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,232,415$35.4M<0.01%+767,45413F-HRTimelineGroup
Summit Investment Advisory Services, LLC1,002,091$28.8M10.7%+1,26113F-HRTimeline
Larson Financial Group LLC795,484$22.9M0.73%+139,99413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…626,845$18M0.04%-91,64513F-HRTimeline
Cetera Investment Advisers621,105$17.9M0.02%+44,72113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.580,223$16.7M0.02%+21,57913F-HRTimelineGroup
Next Level Private LLC395,468$11.4M2.57%+84,93913F-HRTimeline
Sowell Financial Services LLC394,534$11.3M0.42%-39,09113F-HRTimeline
CWM, LLCin group CWM, LLC381,500$11M0.03%+174,18113F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.327,590$9.26M0.06%+314,22113F-HRTimelineGroup
Base Wealth Management LLC319,318$9.18M5.14%-22,62113F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP286,714$8.21M<0.01%+26,51613F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP260,915$7.5M0.01%-47,13113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC246,884$7.1M0.01%+14,91213F-HRTimeline
Steward Partners Investment Advisory, L…170,637$4.91M0.03%+9,44013F-HRTimeline
D.A. DAVIDSON & CO.153,075$4.4M0.03%+8,89013F-HRTimeline
DAVENPORT & Co LLC144,519$4.15M0.02%+28,14313F-HRTimeline
SMITH, MOORE & CO.143,872$4.14M0.3%+5,73813F-HRTimeline
Tulsa Wealth Advisors, INC141,044$4.06M0.71%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC135,738$3.92M0.02%-3,56713F-HRTimelineGroup
Intrua Financial, LLC135,591$3.9M0.42%+14,40513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp134,167$3.86M<0.01%+75,77213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding125,776$3.63M+38,176Timeline
Gateway Wealth Partners, LLC123,624$3.55M0.14%+89,13113F-HRTimeline
Janney Montgomery Scott LLC121,730$3.5M0.01%+55,79313F-HRTimeline
HARBOUR INVESTMENTS, INC.120,381$3.46M0.05%+100,75313F-HRTimeline
NewEdge Advisors, LLC117,043$3.36M0.01%+12,79313F-HR/ATimeline
Cambridge Investment Research Advisors,…116,581$3.35M0.01%+14,88613F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.111,358$3.2M1.25%+53,96813F-HRTimeline
LVZ, Inc.93,303$2.68M0.31%+2,07413F-HRTimeline
Elequin Capital, LP84,333$2.41M0.22%+83,43513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC75,945$2.18M<0.01%+32,31213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC74,111$2.13M0.02%+9,00213F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.72,745$2.09M0.77%+20,23513F-HRTimeline
Pinnacle Financial Group, LLC / IL67,805$1.95M0.53%+29813F-HRTimeline
Spartan Wealth Advisory Services LLC62,450$1.8M0.16%13F-HRTimeline
Advisory Services Network, LLC62,326$1.79M0.02%+22,67813F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV60,651$1.74M0.09%+46,79413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management60,194$1.73M0.02%-97413F-HRTimelineGroup
Arkadios Wealth Advisors60,094$1.73M0.03%-1,07413F-HRTimeline
Sanctuary Advisors, LLC58,344$1.68M0.01%+7,70513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC56,799$1.63M0.04%+25,86613F-HRTimelineGroup
Private Advisor Group, LLC50,381$1.45M0.01%+3,96213F-HRTimeline
HBW ADVISORY SERVICES LLC45,853$1.32M0.14%+34,49813F-HRTimeline
Arrowroot Family Office, LLC38,096$1.1M0.36%new13F-HR/ATimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP37,539$1.08M<0.01%+10,62913F-HRTimelineGroup
Secure Asset Management, LLC33,972$977K0.15%+14,10113F-HRTimeline
XML Financial, LLC33,865$974K0.08%+4,00013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC33,537$964K<0.01%-42,88813F-HRTimelineGroup
CARLSON FINANCIAL, INC.33,428$961K0.57%+2,10913F-HRTimeline
Mariner, LLCin group Mariner, LLC31,506$906K<0.01%+9,83413F-HRTimelineGroup
Innovative Wealth Building LLC30,083$865K0.61%+76213F-HRTimeline
OLD MISSION CAPITAL LLC29,914$860K0.02%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC28,405$817K0.06%+1,37413F-HRTimeline
Prospera Financial Services Inc28,110$808K0.01%+5,30013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO25,526$732K<0.01%+2,04313F-HR/ATimelineGroup
Visionary Wealth Advisors24,853$715K0.03%+1,05313F-HRTimeline
World Investment Advisors24,069$692K0.01%+5,64613F-HRTimeline
Independent Advisor Alliance23,072$663K0.01%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.22,611$650K0.01%+1,70513F-HRTimelineGroup
Jacobi Capital Management LLC21,750$625K0.03%+3,05013F-HRTimeline
CALTON & ASSOCIATES, INC.21,554$620K0.09%-4,43013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…21,096$607K0.02%new13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,590$592K<0.01%-23,33413F-HRTimelineGroup
PFG Advisors20,542$591K0.03%+6,82313F-HRTimeline
Plus Group Wealth Advisors LLC19,928$573K0.63%+2,03313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…19,005$546K0.23%+3,57013F-HRTimeline
Perigon Wealth Management, LLC18,825$541K0.01%-34013F-HRTimeline
Bill Few Associates, Inc.17,970$517K0.12%new13F-HRTimeline
PRIVATE TRUST CO NA17,040$490K0.04%013F-HRTimeline
Asset Allocation Strategies LLC16,365$470K0.08%-23413F-HRTimeline
Jaffetilchin Investment Partners, LLC15,759$453K0.03%new13F-HRTimeline
Allworth Financial LP14,861$427K<0.01%013F-HRTimeline
WCG Wealth Advisors LLC14,333$412K0.01%+3313F-HRTimeline
Advance Capital Management, Inc.14,192$408K0.02%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC13,301$382K0.02%+52013F-HRTimeline
Principia Wealth Advisory, LLC12,818$368K0.21%+1,21513F-HRTimeline
Atria Investments, Inc12,472$359K<0.01%-17013F-HRTimeline
Orion Porfolio Solutions, LLC12,213$351K<0.01%new13F-HRTimeline
C2C Wealth Management, LLC12,000$345K0.29%+3,00013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,244$323K0.01%+1,71013F-HRTimelineGroup
Retireful, LLC11,165$321K0.45%new13F-HRTimeline
Koshinski Asset Management, Inc.10,998$316K0.02%new13F-HRTimeline
Sigma Planning Corp10,172$292K0.01%+1,86013F-HRTimeline
Cornerstone Wealth Management, LLC9,865$284K0.01%013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC8,708$250K0.09%new13F-HRTimeline
Savvy Advisors, Inc.7,959$229K0.01%+15613F-HRTimeline
Tortuga Wealth Management, Inc7,600$218K0.2%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,532$217K0.02%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…7,457$214K0.08%new13F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC7,175$206K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…5,000$144K<0.01%new13F-HRTimelineGroup
AE Wealth Management LLC4,787$138K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC4,000$115K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\3,603$104K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,204$92K0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,158$62K<0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.2,048$59.1K0.03%-35013F-HRTimeline
Wealth Enhancement Trust Services, Inc.2,034$58.5K0.01%+3313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,797$51.7K<0.01%+54013F-HRTimelineGroup
BARRETT & COMPANY, INC.1,500$43.1K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1,450$41.7K<0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources898$25.8K<0.01%+21813F-HRTimelineGroup
POM Investment Strategies, LLC515$14.8K0.02%new13F-HRTimeline
Silver Grove Financial Group, Inc.394$11.3K0.01%new13F-HRTimeline
Lloyd Advisory Services, LLC.382$11K<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.382$11K<0.01%new13F-HRTimeline
Vermillion Wealth Management, Inc.355$10.2K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG182$5.23K<0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…110$3.16K<0.01%-39013F-HRTimelineGroup
MAI Capital Management35$1.01K<0.01%new13F-HRTimeline